Jon Jacobson, financial advisor Saint Croix Falls WI
93 score

Jon Jacobson

CRD Number: 4433710
Current Firm: Raymond James Financial Services Advisors, Inc.

Jon Jacobson (CRD# 4433710) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Croix Falls, WI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors St Croix Falls, WI May 2009 - Current 7
Raymond James Financial Services, Inc. St Croix Falls, WI Jul 2001 - Current 15
The Riverbank St Croix Falls, WI Mar 2001 - Current 15
The Rivergroup Saint Croix Falls, WI Mar 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Jon P. Jacobson
Phone Number: 727-567-5877
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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